Richard Slaydon

Captain
DISC Type : SD

Sales Specialist at Insurance

Mooresville, North Carolina, United States

Overview

Richard Slaydon is a financial services professional specializing in tax reduction and retirement strategies for small business owners in the Statesville and Lake Norman area. His expertise lies in cash balance pension plans, annuities, and executive bonus strategies to help his clients build long-term wealth.

He is dedicated to educating his local business community, actively organizing and hosting financial strategy luncheons in Statesville to share valuable insights.

Personality Overview

Output-Driven

Planner & Achiever

Dynamic But Sincere

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Small Business Taxation
His entire practice is built around helping small business owners in North Carolina reduce their taxable income and pay less in taxes.
Retirement Planning
He focuses on advanced strategies like Cash Balance Pension Plans and tax-advantaged retirement planning to help business owners build wealth.
Executive Benefits
He advises on implementing strategies for executive bonuses and securing coverage for key people within a company.

Media Appearances

Richard has no verified media appearances

Work History

1-2024
Sales Specialist at Insurance
11-2023
Financial Services Professional at The Fit Life Agent

Education

Insurance from North Iredell High School

More Information

Social Presence :

Prographics :

Exp : 2 Location : Mooresville, North Carolina, United States Job Level : Junior Designation : Sales Specialist at Insurance
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • During followups, use phone or text if needed, they should be fine
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Richard

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Richard take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Richard

Personality Compatibility


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